+72.6%
VZ vs MS
+549.7%
-477.1%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.8% | -1.2% | -0.5% |
| 7D | +1.5% | +5.1% | -3.6% | +0.7% |
| 30D | +4.4% | +5.7% | -1.3% | +3.4% |
| 3M | -2.4% | -12.2% | +9.8% | -0.6% |
| 6M | +1.4% | -0.5% | +1.9% | +1.0% |
| YTD | +21.4% | +9.8% | +11.6% | +18.4% |
| 1Y | +20.3% | +17.7% | +2.5% | +15.9% |
| 3Y | +57.4% | +176.8% | -119.5% | +26.6% |
| 5Y | +21.9% | +123.7% | -101.8% | +1.0% |
| All | +72.6% | +549.7% | -477.1% | +18.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MS.
Daily Out/Under-Performance
Portfolio return minus MS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded MS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling